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Invesco S&P SmallCap Financials ETF
PSCF

38 hedge funds and large institutions have $21.1M invested in Invesco S&P SmallCap Financials ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 36 → 38 (+2)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1.16% less ownership

Funds ownership: 44.9% → 43.74% (-1.2%)

5% less capital invested

Capital invested by funds: $22.3M → $21.1M (-$1.21M)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
7
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$932K
2
FTUS
Flow Traders U.S.
New York
+$723K
3
TRCT
Tower Research Capital (TRC)
New York
+$640K
4
GIA
Gladstone Institutional Advisory
Florida
+$574K
5
RJA
Raymond James & Associates
Florida
+$251K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.78M
2
Morgan Stanley
Morgan Stanley
New York
-$459K
3
Citadel Advisors
Citadel Advisors
Florida
-$412K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$349K
5
RAM
Riggs Asset Management
Pennsylvania
-$309K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
26
Tilia Fiduciary Partners
North Carolina
$17K – – –
ZIG
27
Zullo Investment Group
Pennsylvania
$13K -$19.7K -332 -59%
AF
28
Advisornet Financial
Minnesota
$12K – – –
TWA
29
TCI Wealth Advisors
Arizona
$12K – – –
KIG
30
Kessler Investment Group
Indiana
$12K +$11.7K +197 New
HWMA
31
Heritage Wealth Management (Arizona)
Arizona
$12K +$12.1K +204 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$8K – – –
KFI
33
Key Financial Inc
Pennsylvania
$8K – – –
MCC
34
Money Concepts Capital
Florida
$5K +$4.74K +80 New
GRP
35
Global Retirement Partners
California
$4K – – –
SPIA
36
Steward Partners Investment Advisory
New York
$3K – – –
FA
37
Faithward Advisors
Pennsylvania
$2K – – –
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$2K – – –
Citadel Advisors
39
Citadel Advisors
Florida
– -$412K -6,713 Closed
RAM
40
Riggs Asset Management
Pennsylvania
– -$309K -5,041 Closed
JCM
41
J2 Capital Management
Michigan
– -$253K -4,125 Closed
TFS
42
TrustCore Financial Services
Tennessee
– -$14K -230 Closed
1
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PSCF Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P SmallCap Financials ETF (PSCF) for Q1 2022, worth a combined $21.1M — down 5.4% from $22.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSCF positions and 4 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $932K. The largest seller was Wells Fargo, cutting an estimated $1.78M.

  • 38 institutional investors held Invesco S&P SmallCap Financials ETF (PSCF) as of Q1 2022, up from 36 in Q4 2021.
  • Funds reported $21.1M of Invesco S&P SmallCap Financials ETF stock for Q1 2022, down 5.4% quarter-over-quarter.
  • 7 funds opened new Invesco S&P SmallCap Financials ETF positions in Q1 2022 and 4 closed out, a net change of +3 holders.
  • The largest Invesco S&P SmallCap Financials ETF buyer in Q1 2022 was Goldman Sachs, an estimated $932K added.
  • The largest Invesco S&P SmallCap Financials ETF seller in Q1 2022 was Wells Fargo, an estimated $1.78M sold.

Based on aggregated 13F filings for Q1 2022.